Tax Strategy

  • 4 Posts
  • 1 Sections
  • 1 Types
August 18, 2024 6 min read Dictionary
Double Irish with a Dutch Sandwich
Tax Strategy Corporate Finance Tax Avoidance Double Irish Dutch Sandwich Corporate Strategy Profit Shifting
A tax avoidance technique that combines Irish and Dutch subsidiaries to minimize corporate tax liabilities.
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August 18, 2024 6 min read Dictionary
Qualifying Investment
Investment Tax Strategy Qualifying Investment Retirement Tax Deferral IRAs Investment
Qualifying Investment: Tax-Deferred Financial Marvels
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August 18, 2024 6 min read Dictionary
Reverse Morris Trust (RMT)
Business Structuring Tax Strategy Reverse Morris Trust Tax Optimization Mergers and Acquisitions Corporate Finance Asset Divestiture
A tax-optimization strategy that helps companies divest assets while evading the taxman.
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August 18, 2024 6 min read Dictionary
Unlimited Marital Deduction
Tax Strategy Estate Planning Marital Deduction Estate Tax Gift Tax Tax Benefits Financial Planning
The unlimited marital deduction allows an individual to transfer an unrestricted amount of assets to their spouse free from tax, making estate and gift taxes as absent as your neighbor’s lawn care on a Saturday!
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